WHY THE READINESS SCORECARD 

MATTERS

Your clients’ needs are evolving fast. They’re looking for more than tax planning and compliance. They want guidance. Strategy. A trusted advisor who can help them navigate the full picture of their financial lives.

If you’re not offering that level of service, someone else will.

Banks, wealth managers, and even other CPA firms are moving in with integrated solutions. The question isn’t if the industry is changing, it’s whether your firm is positioned to lead or risk getting left behind.

The CPA Advisory Readiness Scorecard helps you assess exactly where you stand today and what it will take to stay competitive tomorrow. It’s about protecting your client relationships, future-proofing your practice, and stepping into a more valuable role in your clients’ lives.

Don’t wait to react. Get ahead.